Experienced Branch Office Assistant at Maeder Wealth Group, Raymond James Financial Services Inc., concurrently serving as Marketing Specialist and dedicated Event Coordinator. Previously excelled as Office Manager/Executive Assistant for five years. Proficient in MS Office, Adobe Acrobat, and Outlook, with expertise in accounts receivables/payables management and adept at handling unforeseen challenges.Skilled in managing a high volume of client interactions through various channels, including phone, in-person, virtual, and mailings. Proven ability to open new client accounts accurately and facilitate financial transactions under financial adviser direction.Known for meticulous calendar organization, adept at tracking crucial dates, and proficient in planning and executing diverse meetings and events. Specializes in orchestrating events of varying scales, from intimate gatherings to large-scale affairs such as large scale client events, retirement parties, Christmas dinners, etc. Passionate about event planning with a demonstrated ability to ensure seamless execution and client satisfaction. Adaptable and quick to learn, with a strong work ethic and readiness to take on new challenges.